My professional relationship with Swan & Gardiner spans eight years. At the outset, I was the Chief Financial Officer for a small chain of local bars, with Sandra Stahl as the CPA overseeing my accounts. I later decided to start my own business, yet I continue to work closely with Sandra. The personnel at Swan and Gardiner, including CPA Kyle Romualdez and Anessa Lambert at the front desk, are exceptionally accommodating and cordial, consistently going out of their way to provide assistance to both myself and my clients as needed. read more

We have used Swan and Gardiner for at least five years. We have dealt with several accountants, bookkeepers, and support staff throughout the years. All have been wonderful. This past year we worked primarily with Kyle. He kindly answered all my curious and annoying questions with detailed explanations. His response time was always quick, even when I sent inquiries in the late evening. We are thankful that our Financial Planner recommended their office to us. read more

Horrible experience with this firm. Used them for 4 years. Started off okay but the experience deteriorated quickly. I'm a small business owner and as such count heavily on my CPA and bookkeeper to oversee my finances and effectively manage my tax liability. As the professionals and supposed experts, I expected them to have my best interest at the forefront at all times. Not the case. When I first started using them I was working directly with Sandra, one of the partners. Soon after I started getting passed around to different staff members. Some of which were not up to speed with my business or personal information as it related to taxes. I was asked over and over for information I had already submitted. Errors were made on my returns which I learned about from the IRS and not the firm although they were aware since they filed electronically and received a kickback notification. One of my business returns for a prior tax year was not filed on time resulting in penalties I had to pay. Notices received from the IRS as a result of their negligence they charged me to try and resolve. Note, all issues are still open with the IRS. Nothing resolved as far back as 2023. I am owed a significant amount of money from the IRS. This tax year I decided I would change my CPA and bookkeeper due to numerous issues including my 2024 return being kicked back and it having to be amended after I paid the full amount owed to all entities, including the accounting firm. Upon hiring the new firm I had my 2024 returns prepared by Sandra and company reviewed by the new firm. Come to find out they were wrong. Two business returns and personal. I paid over $20K in tax liabilities based on their calculations which was incorrect. I overpaid by almost $6. I reached out to Sandra to let her know about the error made on their end and she tried to push it back onto me. All documents needed for them to file the return were submitted yet they failed to apply credits where applicable. This resulted in me overpaying. She stated they filed my returns in "good faith", worked off of documents received from me and my prior Bookeeper (who Sandra is a personal friend with), and filed my amended returns at no charge for 2024...they filed those returns incorrectly! Of course they didn't charge me to amend them. She stated she had gone above and beyond for my account which is straight nonsense. She wasn't even personally involved in my account unless a problem arose. I asked her to refund the fees I paid in full prior to each return being filed and she refused. I explained all 3 of my returns needed to be amended yet again due to their errors, by my new CPA. I explained I had to pay the new CPA to fix their error and she again put it back on me. She stated it is my responsibility to review my returns. Of course I review them but....I am not a tax expert and as such hired her in "good faith" trusting her abilities and skill set. I am NOT a tax expert and as such have very little knowledge of what is deductible, a credit, an expense, etc....I sadly left that in her hands. The wrong hands. If you are not savvy with business taxes or personal income taxes stay clear from this firm. They are not a personalized service looking carefully at detail and ways to benefit their clients. She literally told me their oversight was my responsibility. Shocking really... read more

We've been using them for 20 years for both personal and business taxes. They are family to us. Please give Kyle or Sandra a call..... You won't regret your decision. read more

Months and nothing was done. Poor communication, left messages and didn't get call backs or was given a time for a call and didn't follow up. Weeks before getting an email response. If you're a small business owner, this is not the place for you. We are not good enough to be taken serious. read more

I have been using Swan & Gardiner for years and they have done a wonderful job on my taxes. They have always been friendly, professional and thorough. I really appreciate that they are always available to answer my questions in a timely manner. I highly recommend Swan & Gardiner for all your accounting needs! read more

I have these guys do my taxes every year and they always get me the maximum refund. My favorite accountant is Angela LaFrance- she is friendly, quick, and accurate. I highly recommend her. read more

This is the worst accountant ever! It costs thousands to file our business and personal returns each year, and we have owed every year. The amount charged does not cover emails and phone calls. We were charged for those as well. We owed over $50,000 in taxes since 2012 (all done by S & G). We have a new CPA who has re-filed our back taxes and we will now only owe about $8,000. I wish we would have decided to use a different CPA sooner. Not looking deeper into this situation years ago cost us so much money. If you use this company, make sure to double check your returns. read more

I love Swan & Gardiner! They have helped us with our business Taxes for over 8 years. They have always been fair and accurate and have done an incredible job. I would recommend them to everyone! The staff is friendly and always takes the time to explain everything to me, which I really appreciate. read more